Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Stephen Mount
25807 Westheimer Pkwy, Katy, TX
77494, United States
Hours
Reviews
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- DLDavid LópezOct 21, 20225.0Stephen has been my financial advisor for over two years and my only regret is not finding him earlier. He's top notch, with a personalized service, looking for what's best for me and family. His advice has been quite helpful during these rough past couple of years, helping us navigate through some difficult times. I'd highly recommend Stephen for anyone who's looking for a financial advisor.
- ZBZachary BurgesonSep 3, 20205.0The practice that Stephen Mount has built is impeccable and his management of our hard-earned assets is second to none. I am honored to have his guidance and partnership and view him as a life-long extension of our family. I highly recommend anyone looking for financial planning to consider talking with Stephen Mount.
- TCTim CFeb 5, 20205.0I have known Stephen for over 10 years and have always been impressed with his client service. He provides quality advice and I appreciate his honesty and integrity. His financial acumen is top notch and his recommendations have been solid.
Frequently Asked Questions About Edward Jones - Financial Advisor: Stephen Mount
What financial services does Edward Jones - Financial Advisor: Stephen Mount provide?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds management, and face-to-face financial advising tailored to individual goals.
What are the regular business hours for Edward Jones - Financial Advisor: Stephen Mount?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, and Friday from 8:30 AM to 3:00 PM. It is closed on Saturdays and Sundays.
Can I schedule an appointment on a Monday?
Appointments are available by appointment only on Mondays through Fridays. You can contact the office to schedule your visit.
Where is Edward Jones - Financial Advisor: Stephen Mount located?
The office is located at 25807 Westheimer Pkwy, Suite 250, Katy, TX 77494, USA.
How can I contact Stephen Mount at Edward Jones?
You can call the local phone number at +1 832-913-3430 or email stephen.mount@edwardjones.com for inquiries or appointments.
Does Edward Jones offer any online tools for retirement planning?
Yes, they offer a retirement savings calculator which you can try to help prepare for your financial future.
What should I know about nearby dining options when visiting Edward Jones in Katy, TX?
Nearby dining includes Mexican food at Cafesito Comida Mexicana, Indian cuisine at Pablo's Restaurant and Club and Kakatiya Lounge & Kitchen, Italian dishes at Montanari Pasta, African cuisine at Lekki Island, and several restaurants like Tawakkul Grocers and El Kourmet offering diverse foods.
Are there entertainment options near Edward Jones for after my financial consultation?
Yes, you can visit dance clubs like Lumbre Restaurant and Club or Babaloo Night Club, check out the sports bar Katy Kickoff, or enjoy some arcade fun at Kingdom & Wheels nearby.
What fitness or wellness facilities are near Edward Jones - Financial Advisor: Stephen Mount?
Nearby you can find fitness and martial arts clubs such as Renzo Gracie Katy and Caio Terra Academy - Katy, as well as massage services at Massage for Every Body spa.
Are there any professional services near Edward Jones that can complement financial planning?
Yes, nearby professionals include accountant Jonathan Wyman, CPA, insurance services at Blue Bear Insurance Advisors, and counseling services like Resilient Healing Counseling Services.